Global Retirement Partners, LLC
PensionPosition in AGNC — AGNC Investment Corp.
CIK 1749744
San Rafael, CA
Position in AGNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$434,877
+$214,110 QoQ
Shares Held
39,897
+93.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#325
of 686 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,895,136 across 26 REIT - Mortgage names. AGNC ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
52,371 | $857,836 | |
| 2 | NLY |
Annaly Capital Management Inc
|
19,741 | $441,408 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
39,897 | $434,877 | |
| 4 | RITM |
Rithm Capital Corp.
|
32,252 | $302,846 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
20,005 | $213,653 | |
| 6 | DX |
Dynex Capital Inc
|
8,290 | $108,681 | |
| 7 | CIM |
Chimera Investment Corp
|
5,932 | $79,132 | |
| 8 | EFC |
Ellington Financial Inc.
|
5,274 | $71,779 |
All Filings in AGNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,877 | 39,897 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $220,767 | 20,594 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $344,363 | 35,175 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $325,344 | 35,402 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $344,693 | 37,426 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,122,138 | 107,279 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,023,193 | 107,253 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $111,899 | 11,303 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $98,737 | 10,065 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $70,224 | 7,439 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $72,743 | 7,181 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $96,878 | 9,611 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $58,746 | 5,676 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $47,615 | 5,655 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $62,213 | 5,620 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $73,530 | 5,613 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $92,759 | 5,882 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $98,975 | 5,860 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $97,878 | 5,840 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $83,881 | 5,377 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $74,807 | 5,378 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $68,086 | 5,278 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $55,841 | 5,278 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||